Wealthspire Advisors (Maryland)’s PacWest Bancorp PACW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,053
| Closed | -$115K | – | 2250 |
|
|
2019
Q1 | $115K | Sell |
3,053
-381
| -11% | -$14.4K | 0.01% | 593 |
|
|
2018
Q4 | $114K | Sell |
3,434
-656
| -16% | -$21.8K | 0.01% | 565 |
|
|
2018
Q3 | $195K | Sell |
4,090
-349
| -8% | -$16.6K | 0.02% | 466 |
|
|
2018
Q2 | $219K | Sell |
4,439
-526
| -11% | -$26K | 0.02% | 439 |
|
|
2018
Q1 | $246K | Sell |
4,965
-302
| -6% | -$15K | 0.02% | 411 |
|
|
2017
Q4 | $265K | Sell |
5,267
-78
| -1% | -$3.92K | 0.03% | 405 |
|
|
2017
Q3 | $270K | Sell |
5,345
-2,213
| -29% | -$112K | 0.03% | 388 |
|
|
2017
Q2 | $353K | Sell |
7,558
-461
| -6% | -$21.5K | 0.04% | 309 |
|
|
2017
Q1 | $427K | Buy |
8,019
+2,109
| +36% | +$112K | 0.06% | 214 |
|
|
2016
Q4 | $322K | Buy |
5,910
+1,261
| +27% | +$68.7K | 0.05% | 257 |
|
|
2016
Q3 | $199K | Sell |
4,649
-439
| -9% | -$18.8K | 0.03% | 386 |
|
|
2016
Q2 | $202K | Sell |
5,088
-230
| -4% | -$9.13K | 0.03% | 363 |
|
|
2016
Q1 | $198K | Buy |
5,318
+141
| +3% | +$5.25K | 0.03% | 362 |
|
|
2015
Q4 | $223K | Buy |
+5,177
| New | +$223K | 0.04% | 337 |
|